Senior Wealth Manager - UHNW Client Advisory
Aspiriant Llc
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Benefits offered by this job
Job summary
Aspiriant is seeking a Manager – Wealth Management to cultivate and deepen relationships with ultra-high-net-worth clients, family offices, and executives in Mountain View, CA. You will deliver tailored financial plans, investment reviews, and scenarios, coordinating with tax and legal advisors to align planning strategies for evolving client goals.
The role emphasizes high-touch client service, collaboration with the lead advisor, and active participation in firm initiatives, with a strong
Qualifications
- Bachelor’s degree required; graduate degree/CPA desirable
- Experience in comprehensive personal financial planning preferred
- Strong written and verbal communication skills essential
Responsibilities
- Manage day-to-day client engagements with UHNW clients
- Prepare tailored financial plans and investment reviews
- Collaborate with lead advisor to deliver strategies and materials
- Coordinate with clients’ tax/legal advisors for integrated planning
- Supervise meeting materials and client communications
- Assist with business development and prospecting
- Support onboarding and ongoing wealth management activities
Skills
Education
Tools
Job description
Aspiriant is seeking a Manager – Wealth Management to cultivate and deepen relationships with ultra-high-net-worth clients, family offices, and executives in Mountain View, CA. You will deliver tailored financial plans, investment reviews, and scenarios, coordinating with tax and legal advisors to align planning strategies for evolving client goals.
The role emphasizes high-touch client service, collaboration with the lead advisor, and active participation in firm initiatives, with a strong
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